Our Latest Press releases
Positive Solutions strengthens its partnership with True Potential
27/01/2011
Printable version
Printable version
Positive Solutions strengthens its partnership with True Potential
- Partners gain exclusive access to True Potential Wrap Platform
- Positive Solutions partners will get a bespoke version of the latest True Potential operating software.
- Fast access to client data using iPhone apps
Leading national IFA Positive Solutions has announced it is to enhance the technology package it provides its IFA Partners by securing an improved agreement with True Potential to provide an exclusive interface to the True Potential wrap platform. The agreement will also see Positive Solutions IFA Partners having access to a bespoke version of the latest True Potential operating software.
The interface to the True Potential wrap platform will provide Positive Solutions’ IFA Partners with a seamless link from the True Potential operating software through to the Investment Proposition. The new Wrap Platform will give them greater control over client’s assets, access to bespoke research tools and by being fully integrated with the existing Positive Solutions business submission process, will cut down on administration time.
Other benefits to Positive Solutions’ Partners will be an upgrade to a bespoke version of the True Potential operating software which will streamline the sales process for Partners by offering improved navigation, faster access to data and access for IFAs and clients to the system via mobile devices such as iPhones or iPads.
True Potential recently topped the industry F&TRC ratings for adviser software systems for the services that it provides to firms such as Positive Solutions. Positive Solutions chief executive Jim Reeve announced news of the deal, signed earlier this week, to partners in his closing speech at the Positive Solutions Partners Forum in Birmingham.
Jim Reeve, CEO of Positive Solutions says:
“Positive Solutions is renowned for the quality of technology that it offers its partners, enabling them to offer excellent service to clients. I’m delighted that we’ve been able to develop this further and strengthen our partnership with True Potential.
“Partners will now benefit from access to the True Potential wrap platform as well as the best adviser operating systems in the market and access to leading edge technology with iPhone apps.”
“We have had a tremendously positive response from partners to this announcement today. We’re looking forward to further success for Positive Solutions in 2011.”
Neil Johnson, Senior Partner at True Potential says: “We are thrilled to continue our partnership with Positive Solutions. We believe that the upgrades we have planned will have a brilliant day to day effect throughout Positive Solutions, whilst the links into our Wrap Platform will provide a definitive Investment Proposition for the Partners and their clients”.
For further information: Lesley McPherson, AEGON UK, 0131 549 3782/07740 897541
- ENDS –
About True Potential
Established in March 2007 True Potential is a high specification IFA services provider that offers innovative end to end processes for distributor businesses.
It provides a range of IFA tools, support services and processes that increase productivity and add value. Benefits include an increase in efficiencies, a cut in administrative costs and help ensuring that firms are providing sufficient detail to the regulator’s desire.
True Potential leads the way with its client servicing tools. These include unique sites, communication methods and an aggregated live view of all assets. As well as being available on the web, True Potential are the only UK FS firm to offer this on mobile devices including iPhone and iPad.
The firm currently has over 686 individual advice firms comprising 3,500 advisers and was the first in the UK market to launch an intermediary application for mobile devices.
www.tpllp.com
About Positive Solutions
Positive Solutions is a leading national IFA with over 1400 registered individuals. It is owned by AEGON UK.
In the UK AEGON offers pensions, life insurance, asset management and financial advice to around two million customers. AEGON UK has assets under administration of £53.6 billion and employs approximately 4,000 staff.
View Annual Reports
View all of our Press Releases
- Partners gain exclusive access to True Potential Wrap Platform
- Positive Solutions partners will get a bespoke version of the latest True Potential operating software.
- Fast access to client data using iPhone apps
Leading national IFA Positive Solutions has announced it is to enhance the technology package it provides its IFA Partners by securing an improved agreement with True Potential to provide an exclusive interface to the True Potential wrap platform. The agreement will also see Positive Solutions IFA Partners having access to a bespoke version of the latest True Potential operating software.
The interface to the True Potential wrap platform will provide Positive Solutions’ IFA Partners with a seamless link from the True Potential operating software through to the Investment Proposition. The new Wrap Platform will give them greater control over client’s assets, access to bespoke research tools and by being fully integrated with the existing Positive Solutions business submission process, will cut down on administration time.
Other benefits to Positive Solutions’ Partners will be an upgrade to a bespoke version of the True Potential operating software which will streamline the sales process for Partners by offering improved navigation, faster access to data and access for IFAs and clients to the system via mobile devices such as iPhones or iPads.
True Potential recently topped the industry F&TRC ratings for adviser software systems for the services that it provides to firms such as Positive Solutions. Positive Solutions chief executive Jim Reeve announced news of the deal, signed earlier this week, to partners in his closing speech at the Positive Solutions Partners Forum in Birmingham.
Jim Reeve, CEO of Positive Solutions says:
“Positive Solutions is renowned for the quality of technology that it offers its partners, enabling them to offer excellent service to clients. I’m delighted that we’ve been able to develop this further and strengthen our partnership with True Potential.
“Partners will now benefit from access to the True Potential wrap platform as well as the best adviser operating systems in the market and access to leading edge technology with iPhone apps.”
“We have had a tremendously positive response from partners to this announcement today. We’re looking forward to further success for Positive Solutions in 2011.”
Neil Johnson, Senior Partner at True Potential says: “We are thrilled to continue our partnership with Positive Solutions. We believe that the upgrades we have planned will have a brilliant day to day effect throughout Positive Solutions, whilst the links into our Wrap Platform will provide a definitive Investment Proposition for the Partners and their clients”.
For further information: Lesley McPherson, AEGON UK, 0131 549 3782/07740 897541
- ENDS –
About True Potential
Established in March 2007 True Potential is a high specification IFA services provider that offers innovative end to end processes for distributor businesses.
It provides a range of IFA tools, support services and processes that increase productivity and add value. Benefits include an increase in efficiencies, a cut in administrative costs and help ensuring that firms are providing sufficient detail to the regulator’s desire.
True Potential leads the way with its client servicing tools. These include unique sites, communication methods and an aggregated live view of all assets. As well as being available on the web, True Potential are the only UK FS firm to offer this on mobile devices including iPhone and iPad.
The firm currently has over 686 individual advice firms comprising 3,500 advisers and was the first in the UK market to launch an intermediary application for mobile devices.
www.tpllp.com
About Positive Solutions
Positive Solutions is a leading national IFA with over 1400 registered individuals. It is owned by AEGON UK.
In the UK AEGON offers pensions, life insurance, asset management and financial advice to around two million customers. AEGON UK has assets under administration of £53.6 billion and employs approximately 4,000 staff.